Portfolio DIY

I don’t want to sound like a Masterchef contender, but we all know that you can bake an amazing bread with a relatively small piece of dough. This is possible, because prior to baking, the dough should be left to rise properly in the oven, and then baked to perfection. If you (like me) become […]

When we consider the last three years’ market-related data, I think it’s relatively safe to say that most investors feel like an extremely tired boxer in the middle of a very long boxing match. Graph 1 below clearly shows us that between local shares, offshore shares (in ZAR) and local bonds, local bonds was the […]

I have used the saying ‘If you can measure it, you can manage it’ in quite a few of my writings. Last week (Start by looking for quality shares), I used the processing of quality data to ‘measure’ companies that currently stand out as quality companies. I also mentioned that that processes based primarily on […]

There’s a saying that you should “begin with the end in mind”, and it can also very appropriately be applied to investments. When you invest, your first step is to identify your expectations, or more specifically, your ultimate investment goal, whether it’s a short-term goal that should be reached in only a few months, such […]

Risk management isn’t a difficult concept to explain. We all do it every single day, whether it’s fastening your seat belt after you get into your car, or something as small as booking a table at your favourite restaurant. When you get into your car, you do so with the intention of reaching a particular […]

The fact that the FTSE/JSE All Share Index barely delivered any returns in the last two years, shows us that when it comes to managing a personal share portfolio, it’s often wise to stick to specific themes. The easiest way to do this, is to manage your share portfolio in the same way that you […]

We have always been trying to find a way to beat the system, and people have proven over the years that they aren’t afraid to take chances, whether it is to figure out the formula to the winning number combination to win the lotto or whether it is to take on the open seas in […]

I always try to provide my clients with as many tools and aids as possible whenever I release a report, in order to help them to make the best possible decisions regarding their investment portfolios. This also encourages me to go back in time every now and then, to evaluate which models and tools were […]

It’s fascinating to hear all the different opinions when it comes to building properties, whether it’s from scratch or just an addition to your existing property. One will tell you that it’s better to pay extra for someone experienced to manage the build on your behalf, while another will tell you that managing it yourself […]

Without trying to sound like the ‘Naked Chef’, it can be said that it takes a relatively small piece of dough to bake a tasty, fresh loaf of bread. To get better results, it is always better to leave the dough in the oven until it is fully proved and baked. If you become impatient, […]

With exciting prospects of a Rugby World Cup later this year, I was encouraged to show that I too can choose a winning team for the moderate investor. I won’t be using rugby players, of course, but rather investments that you can consider when building your own balanced portfolio. Props They are usually the heaviest […]